#1
#1 out of 1100.00%
technology3h ago
Nikon weaponizes lower prices to break ASML's lithography monopoly — tech giant leverages in-house manufacturing to slash prices to lure back American chipmakers
- Nikon signals price-led competition by offering ArF immersion tools cheaper than ASML to win back customers
- Ohmura explains in Nikkei Asia that in-house manufacturing helps Nikon cut costs in a price fight
- Nikon plans a new ArF immersion platform for 2028, aiming compatibility with ASML tools
- ASML remains dominant in EUV, while Nikon targets the older DUV immersion segment
- Nikon's financials show a net loss for the year ended March as it trims orders
- Nikon will narrow focus to cameras and chipmaking tools under Ohmura
- The market context shows two suppliers dominate ArF lithography, with ASML holding a strong lead
- Chipsmakers may prefer multiple suppliers to cap costs, per Ohmura's notes on market strategy
- Nikon's price competition targets a segment ASML does not dominate, focusing on mature DUV immersion
- ASML's order backlog and leadership provide context for Nikon's pricing strategy
Vote 0